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Japan’s Green Transformation plan – an overlooked opportunity?
Japan Green Transformation aims to mobilize $1tn for net-zero by 2050—yet global investors remain largely unaware of this ...
TSMC – strong growth, rising risks in 2025
TSMC posts record 2024 results driven by AI chip demand, while navigating U.S.-China tensions, tariffs, and global expansion ...
India’s telecom sector could emerge as beneficiary of tariff war
India’s telecom sector gains from US-China tariff war, boosted by export potential, government support, and rising demand ...
US vs. China – an eye for an eye
The trade war between the US and China has reignited with full force in 2025, as US President Donald Trump imposes a new wav ...
Trump’s trade war hits Asia hard
US President Donald Trump has revealed sweeping new tariffs, including a 10% blanket duty on all imports to the US and sharp ...
AI – new catalyst for South Korea’s economy?
South Korea is harnessing AI and chip innovation to fuel its next growth chapter—backed by exports, policy reforms, and ma ...
Insights
Why invest in Asia equity long/short now?
Pictet's Jon Withaar explains how to identify and capitalise on the short and long-term themes driving corporate events in A ...
Japan’s Green Transformation plan – an overlooked opportunity?
Japan Green Transformation aims to mobilize $1tn for net-zero by 2050—yet global investors remain largely unaware of this ...
TSMC – strong growth, rising risks in 2025
TSMC posts record 2024 results driven by AI chip demand, while navigating U.S.-China tensions, tariffs, and global expansion ...